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Hedge Funds Similar to Soundwatch

13F Portfolio OverlapQ1 2026Soundwatch portfolio →
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Most similar hedge funds by 13F overlap

Soundwatch Capital LLC is an institutional investor managing $793M across 47 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Soundwatch are Maxele Advisors,, Summit Wealth Partners,, FIFTH THIRD SECURITIES,, with shared positions in $DIA, $MDLZ, $AMAT, $MS, $UNH, $AGQ. The full ranking of 25 similar funds is below.

#1Maxele Advisors, LLC
Slight overlap · 5 shared positions
$DIA$MDLZ$AMAT$MS$UNH
$123M
100 positions
#2Summit Wealth Partners, LLCPassive
Slight overlap · 5 shared positions
$DIA$MDLZ$AMAT$MS$AGQ
$632M
271 positions
#3FIFTH THIRD SECURITIES, INC.Passive
Slight overlap · 5 shared positions
$DIA$MDLZ$MAR$MS$AGQ
$1.5B
341 positions
#4Wealth Group LtdSmart money
Slight overlap · 6 shared positions
$MDLZ$MAR$MS$UNH$AGQ$REGN
$439M
94 positions
#5J.W. COLE ADVISORS, INC.Passive
Slight overlap · 5 shared positions
$DIA$AMAT$MAR$MS$REGN
$3.0B
785 positions
#6Financial Concepts Unlimited, Inc.Active
Slight overlap · 4 shared positions
$DIA$MDLZ$MAR$MS
$112M
44 positions
#7GTS SECURITIES LLCPassive
Slight overlap · 4 shared positions
$DIA$MDLZ$MAR$AGQ
$2.8B
1,482 positions
#8KICKSTAND VENTURES, LLC.Active
Slight overlap · 5 shared positions
$MDLZ$AMAT$MAR$AGQ$GLDM
$475M
130 positions
#9Paulson Wealth Management Inc.Active
Slight overlap · 5 shared positions
$DIA$MDLZ$UNH$TXN$AMGN
$427M
137 positions
#10Provident Wealth Management, LLCActive
Slight overlap · 5 shared positions
$MDLZ$MS$UNH$AGQ$REGN
$331M
134 positions
#11Fingerlakes Wealth Management, Inc.Passive
Slight overlap · 4 shared positions
$DIA$AMAT$MAR$MS
$151M
97 positions
#12Dorato Capital ManagementPassive
Slight overlap · 5 shared positions
$MDLZ$AMAT$MAR$TXN$AMGN
$135M
254 positions
#13ATTICUS WEALTH MANAGEMENT, LLCActive
Slight overlap · 4 shared positions
$MDLZ$AMAT$MAR$MS
$369M
181 positions
#14RESTON WEALTH MANAGEMENT LLCSmart money
Slight overlap · 4 shared positions
$MDLZ$AMAT$MAR$MS
$326M
62 positions
#15SMITH CHAS P & ASSOCIATES PA CPASActive
Slight overlap · 5 shared positions
$DIA$MS$UNH$AGQ$AMGN
$1.8B
176 positions
#16UPTICK PARTNERS, LLCPassive
Slight overlap · 4 shared positions
$DIA$MDLZ$MS$GLDM
$502M
293 positions
#17Autumn Glory Partners, LLCPassive
Slight overlap · 4 shared positions
$DIA$MAR$MS$AGQ
$272M
204 positions
#18Innovative Wealth Building LLCActive
Slight overlap · 4 shared positions
$DIA$MAR$MS$AGQ
$142M
70 positions
#19Kaydan Wealth Management, Inc.Active
Slight overlap · 4 shared positions
$DIA$MDLZ$AGQ$AMGN
$299M
109 positions
#20Clarus Wealth AdvisorsPassive
Slight overlap · 5 shared positions
$MAR$MS$UNH$AGQ$REGN
$235M
88 positions
#21Odyssey Capital Advisors, Inc.Passive
Slight overlap · 4 shared positions
$DIA$MAR$MS$REGN
$112M
97 positions
#22Guardian Capital, LLCPassive
Slight overlap · 4 shared positions
$DIA$MAR$MS$REGN
$105M
81 positions
#23TWO SIGMA SECURITIES, LLCPassive
Slight overlap · 4 shared positions
$DIA$MAR$UNH$AGQ
$861M
1,599 positions
#24Kellett Wealth Advisors, LLCActive
Slight overlap · 4 shared positions
$DIA$MAR$UNH$AGQ
$184M
79 positions
#25EDGAR LOMAX CO/VAActive
Slight overlap · 5 shared positions
$MDLZ$MS$UNH$TXN$AMGN
$1.4B
56 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.